Berger Financial Group, Inc

Position in GS — Goldman Sachs Group Inc

CIK 1826136 Plymouth, MN

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,284,439

+$174,501 QoQ

Shares Held

1,270

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,589

of 3,125 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $3,007,879 across 4 Capital Markets names. GS ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,270	$1,284,439
2	MS	Morgan Stanley	5,970	$1,247,968
3	SCHW	Schwab Charles Corp	2,720	$250,974
4	LPLA	LPL Financial Holdings Inc.	797	$224,498

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,284,439	1,270	-3.2%	Shares	Sole	2026-08-04
2026-03-31	$1,109,938	1,312	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,154,127	1,313	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,044,811	1,312	-1.3%	Shares	Sole	2025-10-14
2025-06-30	$940,599	1,329	-3.3%	Shares	Sole	2025-07-22
2025-03-31	$751,148	1,375	+3.1%	Shares	Sole	2025-05-12
2024-12-31	$763,875	1,334	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$661,466	1,336	+32.7%	Shares	Sole	2024-11-12
2024-06-30	$455,486	1,007	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$416,019	996	-2.9%	Shares	Sole	2024-04-16
2023-12-31	$395,800	1,026	-5.0%	Shares	Sole	2024-02-07
2023-09-30	$349,455	1,080	+2.6%	Shares	Sole	2023-11-03
2023-06-30	$339,634	1,053	-8.8%	Shares	Sole	2023-08-10
2023-03-31	$377,812	1,155	-0.9%	Shares	Sole	2023-04-24
2022-12-31	$400,037	1,165	-2.3%	Shares	Sole	2023-01-30
2022-09-30	$349,608	1,193	+6.1%	Shares	Sole	2022-10-27
2022-06-30	$333,850	1,124	+20.5%	Shares	Sole	2022-08-08
2022-03-31	$307,983	933	+34.6%	Shares	Sole	2022-05-10
2021-12-31	$265,107	693	0.0%	Shares	Sole	2022-01-26
2021-09-30	$261,974	693	+10.4%	Shares	Sole	2021-10-28
2021-06-30	$238,344	628	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.